Individual Tax Membership Pricing
Our individual membership options are designed for taxpayers who want more than just a seasonal return—they want peace of mind, real access to a licensed CPA, and no surprise fees. Every plan includes federal and state tax preparation, with flexible options for audit protection, year-round questions, IRS monitoring, and strategic planning.
Choose the Plan That Fits You
Basic Tax Membership
Starting at $45/month
For individuals with W-2 income, basic deductions, or simple self-employment.
- Federal + state tax return preparation
- Secure client portal for document upload
- CPA-reviewed filings with e-file submission
- Year-round portal access
- Support for common schedules (A, B, C-EZ)
Add-On: Early Retainer Program
+ $30/month
Protect yourself with full audit representation if the IRS ever flags your return.
- Up to 3 years of audit defense
- Representation by your CPA (no extra fees)
- Peace of mind even years after filing
- Excludes issues caused by missing/withheld info
Peace of Mind Bundle
+ $52/month
Our most comprehensive plan, combining audit protection, planning, and ongoing support.
- Includes everything in Early Retainer
- Mid-year tax planning session
- IRS transcript monitoring
- 3 quick-access tax questions per year
- IRS notice response service
- Best for anyone with rental income, 1099s, or self-employment
Note: Final pricing is based on return complexity. We’ll confirm your plan tier during the intake process. Common add-ons include support for Schedule C, E, K-1s, and multi-state returns.
Frequently Asked Questions
What determines the monthly price?
The base price is determined by your return complexity—W-2 only returns start at $45/month. Additional complexity (such as self-employment, rental income, K-1s, or multiple states) may increase your membership tier slightly.
Do I need to pay the full year upfront?
No. All membership tiers are billed monthly. Even if you choose the Early Retainer or Peace of Mind Bundle, the additional cost is broken into flat monthly installments.
If I sign up during tax season, am I paying in arrears?
No—membership fees are billed monthly, but your tax prep is part of a full 12-month commitment. Even if we prepare and file your return shortly after you join, your monthly payments continue through the remainder of the year. You're not paying for a single return—you’re joining a year-round membership program.
Can I cancel at any time?
After the first 12 months, yes. We ask for a 1-year minimum commitment, but you may cancel your membership with 30 days’ notice after the first year.
What if my return is more complicated than expected?
We’ll assess your needs during intake and confirm your pricing tier before moving forward. If something changes mid-year (like adding a rental or starting a side business), we’ll adjust your membership accordingly.
Can I upgrade to a higher tier later?
Yes. You can upgrade from Basic to the Early Retainer Program or Peace of Mind Bundle at any time. Your membership fee will adjust going forward.